Account Overview

PhytoSmart - Pet Industry Resource - Website Redesign

Static baseline - will sync from Surface
Account Details
Service Website Redesign & 8 Workstreams
Platform WordPress + WooCommerce + Stripe
Contract Start July 2026
Client Website phytosmart.com
Point of Contact (Client) To be confirmed
Platform Access In transition - Roz has parallel access
Client Preferences
  • Approves or rejects - does not edit. Route all copy through claims registry.
  • Batch approvals into weekly reviews using this portal.
  • All health claims must be pre-approved in writing before use.
  • WS-1 equine pre-order is the only item with a hard deadline.
Team Assignments
SA
Account Lead
Sarah Ames
T
Design Lead
Tess
BD
Email & Flows
Brandon Davis
G
Affiliate / Ambassador Review
Grace
?
Web Dev Lead
To be assigned
?
Operations Lead
To be assigned
External Contacts
R
Prior Operator (platform access backup)
Roz
Quick Access
Live Website
phytosmart.com
Design Portal
phytosmart.clientportals.vip
Project Brief
8 workstreams, objectives, sequence
Gap Analysis
22 open items - 6 block builds
Feature Matrix
50 features across 8 workstreams
Drive Folder
Link to be added
Figma Files
Link to be added
Workstream Status 8 workstreams
Workstream Status
WS-1 Equine Pre-Order PageHard deadline - ~Aug 13, 2026 In Progress
WS-2 Dosing CalculatorBlocked on shakes-per-container calibration Blocked
WS-3 Product Finder QuizPending WS-1 completion Planning
WS-4 Affiliate & AmbassadorAwaiting plugin selection + commission terms Planning
WS-5 Product Reviews ModuleAwaiting plugin selection + moderation owner Planning
WS-6 Wholesale & Retail ChannelLB Healthy Pet Markets (4 NJ locations) confirmed Planning
WS-7 Algae vs Fish Oil ComparisonAwaiting approved claim sign-off Planning
WS-8 Bloom! Mini-gameCode value + terms need client sign-off Planning
Readiness Checklist 3 of 9 done
Brand assets received
Colors, logos, DM Sans type sheet - July 23, 2026
Dosing Figma design received
Shake-based dosing model confirmed - July 23, 2026
Mockups delivered for review
9 design mockups live on portal - July 2026
Platform admin access confirmed
Credential transition in progress - verify before Week 1 build
Pre-order charge model decided
Blocks WS-1 final build - charge at ship vs charge now
Plugin selections confirmed
Pre-orders, affiliates, reviews, locator - each needs license + owner
Claims registry created
Highest-leverage process fix - blocks all copy approvals
Equine photography delivered
Shot list needed from client - current blocker on WS-1 page
Shakes-per-container calibration
From client or Maine facility - unblocks WS-2 duration math

This page is a static baseline. Live data will be pulled from Surface once the graph sync is wired. Last updated July 24, 2026.